Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Mattson Technology -- Ignore unavailable to you. Want to Upgrade?

To: Philip W. Dunton, Jr who wrote (2098)	11/3/1999 9:41:00 AM
From: Ian@SI	Respond to of 3661

OT to Phil, Short answer. IMO, Yes. Little longer answer: NN in better position product wise than CS. It's got market share leading ATM WAN product; In 350 Carriers / large Enterprises around the world; has the lion's share of wins for the emerging wireless broadband technology (LMDS / LMCS depending upon what country you're in); and a good pipeline of leading edge products coming soon. On the negative side: It is more consistent at missing estimates than making them. Alan Lutz had gone a long way to establishing rapport with the analyst community. Losing him could well be a major setback in that regard. And CSCO, LU, and NT are finally showing signs of getting their ATM act together. So I think there's at least a double within 2 years, but it's higher risk of not achieving that target than our favourite, MTSN. Downside is quite limited from this point, IMO. Ian.